Jon is a 1993 graduate of Indiana State University with a BS in Insurance and Risk Management. Through advanced studies, Jon earned the Chartered Life Underwriter^® and Chartered Financial Consultant^® designations through the American College in 1995 and 1997, respectively. He also holds FINRA Series 6, 7, 24, and 63 securities registrations through Commonwealth Financial Network^®.

In 2003, he earned the prestigious CERTIFIED FINANCIAL PLANNER^™ practitioner certification. Two years later, he graduated with honors with an MBA from the University of Notre Dame. Most recently, he earned his Accredited Investment Fiduciary^® designation.

Following graduation from ISU, Jon began his retirement planning career in Indianapolis. In 1997, he returned to Fort Wayne to develop a business partnership with his father, Gary. Since then, Jon has served as president of the Fort Wayne Society of Financial Service Professionals and most recently served as chairman of the Investment Committee for the Community Foundation of Noble County.

Away from the office, he is involved in a variety of activities with his two children, Drew and Allie. He enjoys concerts, sporting events, the outdoors, and travel.